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Alexander A

Series 63, Series 65

San Diego, CA

Primerica Advisors

Alexander Aros is a financial advisor with Primerica Advisors in San Diego, CA, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked with Primerica Advisors since 2019 and Primerica Financial Services since 2018. His prior experience includes five years at Welk Resorts Inc. Aros is also involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Tommy T

Series 63, Series 65

San Diego, CA

Primerica Advisors

Tommy Tominna is a financial advisor with Primerica Advisors in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1995. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on investment models implemented with oversight from BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Terry L

Series 63, Series 65

San Diego, CA

Primerica Advisors

Terry Lecompte is a financial advisor at Primerica Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked at Transamerica Financial Advisors and World Financial Group, Inc., and has extensive experience as a self-employed professional. He is involved in sales of investment-related products and occasionally refers clients to home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies from third-party asset managers and offers various investment approaches supported by BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Luis A

Series 63, Series 65

San Diego, CA

Primerica Advisors

Luis Ayala Bautista is a financial advisor with Primerica Advisors in San Diego, CA, holding Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at Primerica Financial Services, Landscape, and Honeycutt Farms. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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